SES AISES
SES
About: SES AI Corp is a developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility (UAM), drones, robotics, Battery Energy Storage Systems (BESS) and other applications. It includes Software and Hardware products that are EV, UAM, Drone, Molecular Universe, and Avatar.
Employees: 250
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
26% more call options, than puts
Call options by funds: $228K | Put options by funds: $181K
13% more funds holding
Funds holding: 92 [Q4 2024] → 104 (+12) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
3.56% less ownership
Funds ownership: 27.98% [Q4 2024] → 24.42% (-3.56%) [Q1 2025]
79% less capital invested
Capital invested by funds: $194M [Q4 2024] → $40.8M (-$153M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$2
109%
upside
Avg. target
$2
109%
upside
High target
$2
109%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Cantor Fitzgerald Derek Soderberg | 109%upside $2 | Overweight Initiated | 20 May 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
1 week ago
Should You Buy SES AI Corporation (SES) After Golden Cross?
SES AI Corporation (SES) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SES's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Neutral
Business Wire
1 week ago
SES AI to Participate in Fireside Chat at the Deutsche Bank 2025 Global Auto Industry Conference on Thursday, June 12, 2025
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced that Dr. Qichao Hu, Founder and CEO, will participate in a Fireside Chat at the upcoming Deutsche Bank 2025 Global Auto Industry Conference taking place Thursday, June 12, 2025, at 2:25 p.m. Eastern Time. The live Fireside Chat will be hosted by Winnie Dong, Research Analyst with Deutsche Ba.
Neutral
Business Wire
1 month ago
SES AI Unveils Molecular Universe to the Public for the First Time, Receives Strong Industry Interest
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, unveiled Molecular Universe MU-0, the Company's groundbreaking battery material discovery software and service platform, in a highly anticipated demonstration that offered the public a firsthand look at how this innovative tool could shape the future of battery development. Molecular Universe is designed as.
Positive
Seeking Alpha
1 month ago
SES AI Reports Increased Q1-2025 Revenue And Positive Forward Outlook
SES AI reported a 190% increase in revenues QoQ for Q1-2025. The company will release a new online platform with its molecular AI program. The company expects consistent revenue through 2025, up to $25 million.
Positive
The Motley Fool
1 month ago
Why SES AI Stock Jumped as Much as 45% Today
Shares of SES AI (SES 18.54%) soared on Friday, following the battery materials researcher's impressive first-quarter report. The stock rose as much as 45.3% in the morning session, backing down to a milder (but still huge) 23.8% gain as of 3:25 p.m.
Neutral
Seeking Alpha
1 month ago
SES AI Corporation (SES) Q1 2025 Earnings Call Transcript
SES AI Corporation (NYSE:SES ) Q1 2025 Earnings Conference Call April 25, 2025 9:00 AM ET Company Participants Kyle Pilkington - Chief Legal Officer Qichao Hu - Founder and Chief Executive Officer Jing Nealis - Chief Financial Officer Conference Call Participants Mark Shooter - William Blair Winnie Dong - Deutsche Bank John Roy - Water Tower Research Operator Hello everyone and welcome to the SES AI First Quarter 2025 Earnings Release and Call. My name is Nadia and I'll be coordinating the call today.
Neutral
Business Wire
1 month ago
SES AI Reports First Quarter 2025 Financial Results
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced its business results for the first quarter ended March 31, 2025 and affirmed its financial guidance for the year ending December 31, 2025. The Company posted a Letter to Our Shareholders on its Investor Relations website from Founder and CEO Dr. Qichao Hu and Chief Financial Officer Jing Nea.
Neutral
Business Wire
1 month ago
SES AI Announces $30 Million Share Repurchase Authorization
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI” or the “Company”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced that its Board of Directors has authorized the Company to repurchase up to $30 million of its Class A common stock. Under the authorization, the Company may repurchase shares from time to time at management's discretion, through a variety of methods, including open market pu.
Neutral
Seeking Alpha
1 month ago
SES AI Will Report Q1-2025 Results Next Week With Higher Revenues Expected
SES AI uses computational AI to produce better electrolytes for electric batteries. The company has recently brought its electric batteries to market for use in EVs, drones, robotics, UAMs, and energy storage. SES AI reported its first revenues last quarter (Q4-2024) and expects increased revenues for Q1-2025.
Neutral
Business Wire
2 months ago
SES AI to Launch Its Material Discovery Software and Service Platform, Molecular Universe MU-0, Powered by Physics and AI, and Set to Transform Material Discovery in Battery Industry
WOBURN, Mass.--(BUSINESS WIRE)---- $SES #AI--SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, will host a live demo on April 29, 2025, at 11 a.m. ET to unveil Molecular Universe MU-0 its latest battery material discovery software and service platform, powered by physics and AI. This breakthrough includes what SES AI believes to be the world's first reveal of a map of the molecular universe suitable.
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